DOSSIER · 13F Holders · Q2 2026
XTEN

BONDBLOXX ETF TRUST

196 institutions still hold BONDBLOXX ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C812·196 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$892M
visible holders
Holders
196
filers reporting
Concentration
21.13%
Prime Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

196 institutions reported XTEN in Q2 2026. Prime Capital Investment Advisors, LLC leads at 21.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Prime Capital Investment Advisors, LLC
CIK 0001731446
$189M4.1M1.83%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$117M2.6M0.03%Q2 2026
03
FIFTH THIRD BANCORP
CIK 0000035527
$102M2.2M0.17%Q2 2026
04
Gradient Investments LLC
CIK 0001542265
$87M1.9M1.20%Q2 2026
05
OneDigital Investment Advisors LLC
CIK 0001690370
$78M1.7M0.66%Q2 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$76M1.7M0.00%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M815K0.00%Q1 2026
08
Northland Capital Management LLC
CIK 0001693032
$27M591K14.51%Q2 2026
09
Cerity Partners LLC
CIK 0001566475
$24M525K0.03%Q1 2026
10
Austin Private Wealth, LLC
CIK 0001800328
$23M500K1.72%Q4 2025
11
Virtue Capital Management, LLC
CIK 0001729985
$21M471K2.87%Q2 2026
12
Arax Advisory Partners
CIK 0001586767
$20M436K0.13%Q2 2026
13
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$18M394K0.20%Q1 2026
14
Horst & Graben Wealth Management LLC
CIK 0001818207
$14M318K1.90%Q2 2026
15
Heck Capital Advisors, LLC
CIK 0002046227
$11M240K0.65%Q2 2026
16
One Wealth Advisors, LLC
CIK 0001725297
$10M224K1.13%Q2 2026
17
Mattson Financial Services, LLC
CIK 0002034595
$10M220K2.07%Q2 2026
18
Janney Montgomery Scott LLC
CIK 0001329948
$9M199K0.02%Q1 2026
19
AE Wealth Management LLC
CIK 0001697723
$9M196K0.04%Q2 2026
20
PARK AVENUE SECURITIES LLC
CIK 0001071640
$9M186K0.07%Q1 2026
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